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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,319 | $45,050+80.5% | $63,018+29.0% | $70,126+16.0% |
| Participation rate | 10.4% | 69.5%-59.1pp | 74.8%-64.4pp | 69.5%-59.2pp |
| Annual return | 9.93% | 18.76%-8.8pp | 87.62%-77.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $654 | $2,466-73.5% | $3,330-80.4% | $3,332-80.4% |
| Admin fee / account holder | $1,441 | $2,834-49.2% | $3,601-60.0% | $4,645-69.0% |